Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome Etchegoyhen is a financial advisor with over 40 years of experience in the financial services industry. Jerome currently works with THE Ameriflex Group, a firm with over 149 employees. Jerome works with a variety of clients, including high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans. Jerome specializes in financial planning, pension consulting, and portfolio management for individuals. Jerome can be reached at The Ameriflex Group office in Reno, Nevada.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NV
10/05/2023 - Present
THE Ameriflex Group (Reno NV)
NV
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (Reno NV)
AZ
03/02/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
04/15/1983 - 03/10/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/15/1983 - 03/10/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
04/15/1983 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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